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Connectus Wealth’s Invesco S&P MidCap Value with Momentum ETF XMVM Stock Holding History

Connectus Wealth’s Portfolio XMVM Stock Details XMVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-628,432
Closed -$24.7M – 538
2022
Q2 		$24.7M Buy
+628,432
New +$27.7M 0.56% 52

Other funds holding XMVM

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MTWM
Masso Torrence Wealth Management Marlton, New Jersey $240M AUM 26.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Connectus Wealth's XMVM Position: Q3 2022 in Review

Connectus Wealth sold out of Invesco S&P MidCap Value with Momentum ETF (XMVM) in Q3 2022, closing a stake of 628,432 shares — an estimated $24.7M sold.

Connectus Wealth first reported a position in XMVM in Q2 2022 and held it in 1 quarter. The position peaked at $24.7M in Q2 2022. 56 funds tracked by Wall St. Rank hold XMVM as of Q3 2022.

  • Connectus Wealth reported no remaining Invesco S&P MidCap Value with Momentum ETF position as of Q3 2022 after selling out during the quarter.
  • Connectus Wealth sold 628,432 Invesco S&P MidCap Value with Momentum ETF shares in Q3 2022, an estimated $24.7M.
  • Connectus Wealth first reported a position in Invesco S&P MidCap Value with Momentum ETF in Q2 2022 and held it in 1 quarter.
  • Connectus Wealth's Invesco S&P MidCap Value with Momentum ETF position peaked at $24.7M in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Invesco S&P MidCap Value with Momentum ETF as of Q3 2022.

Based on Connectus Wealth's 13F filing for Q3 2022, filed 10 Nov 2022.